Spirepoint Private Client, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$1M
Accounts
1,376
Employees
10
Advisory reps
9

Firm details

Headquarters
Vero Beach, Florida
CRD number
327350
Registered since
July 14, 2023
Website
www.spirepointpc.com
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.12%
  • Corporations / Businesses15.85%
  • Individuals4.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Spirepoint Private Client, LLC is an SEC-registered independent registered investment adviser organized as an LLC (registered in 2023). FINTRX classifies the firm as serving both individual/family and institutional clients. It operates as a registered representative of a broker-dealer and as an insurance broker while delivering advisory services that include financial planning and portfolio management for individuals, small businesses and institutional clients. Fee arrangements listed include percentage-of-AUM and fixed-fee options. FINTRX indicates the firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 28%, Other 5%, State & Local Bonds 2%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Private Funds 1%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds28%
  • Other5%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Stacy Sizemore

    Stacy Sizemore

    Chief Compliance OfficerCRD 4052029

  • Trent Leyda

    Trent Leyda

    CEOCRD 2234188

Contacts

3 of 7
  • Ronnie Marceaux

    Ronnie Marceaux

    DirectorCRD 4053858

  • Robert Scarborough

    Robert Scarborough

    Senior Vice President, Private Client AdvisorCRD 4300571

  • Kim Orsi

    Kim Orsi

    Senior Vice PresidentCRD 1433219

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$248M in ETFs

Passive

88%

$220M

Active

4%

$28.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$31.7M53,12012.78%
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Location

Primary office

Vero Beach, FL

Indian River

Location

Vero Beach, FL

Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Indian River
Address
830 Azalea Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth